Create and Manage an On-Demand Sandbox

Beta

The On-Demand Sandbox (Beta version) is available for Procore customers as a self-serve option and can be accessed through the Sandbox Management settings in Procore Explore. For details on how to enable Sandbox Management feature, see Manage Features With Procore Explore.

Background

The On-Demand Sandbox functionality allows you to create and manage self-service sandbox environments directly within Procore. These environments match your production environment to facilitate integration testing, user training, and the exploration of beta functionality in an isolated account. Unlike standard environments, Procore does not automatically refresh or delete these sandboxes, giving you complete control over the life cycle of the environment.

Things to Consider

  • Project Limits: Select up to five projects for each sandbox.

  • Data Copy Options: Choose between copying tool settings or including full project data.

  • Lifecycle Management: Perform all creation, refresh, and deactivation tasks manually to meet specific schedule requirements.

  • Beta Testing: Access Open Beta features through Procore Explore to evaluate functionality without impacting the production instance.

  • Required User Permissions: 'Admin' level permissions on the Company level Admin tool.

Steps

Create a Sandbox

  1. Navigate to the Company level Admin tool.

  2. Select Sandbox Management in the 'Company Settings' menu.

  3. Click Create Sandbox.

  4. Review the 'Before You Begin' information and click Get Started.

  5. Enter the following information:

    • Sandbox Name: Enter a unique name to identify the sandbox environment.

    • Description: Provide a brief summary of the sandbox purpose. Once entered, this text appears in the Sandbox Management list to help identify the environment's use case.

    • Projects: Select up to five projects you want to copy into the sandbox from the drop-down menu.
      Note: The list includes only projects currently existing in the Procore account.

    • Copy Option: Configure the settings for the new environment. Select one of the following: 
      Settings only: Copies configuration and tool settings.

      OR

      Settings and project data: Copies settings and all project data.

  6. Click Confirm & Create.
    Note: The status displays "Creating Sandbox" until the environment reaches a ready state.

Access and Manage a Sandbox

  1. Navigate to the Sandbox Management page.

  2. Click the active sandbox URL to log in.
    Note: Team members access the sandbox using the Company Picker in the Procore header.

  3. Perform the necessary testing or training.

  4. Refresh or deactivate the sandbox in the Sandbox Management tool to start a new testing cycle.

See Also

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